The Assets: Tax planning
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December 22, 2016Ways to Save Clients Money on Taxes Before Year's EndMaxing out retirement contributions and paying forward deductible expenses can significantly lower tax liability.No Comments
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December 21, 2016AI Could Take Over Routine Financial Advice TasksMost strides have been made in consumer banking but investors are increasingly served by AI.No Comments
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December 20, 2016Fiduciaries Can Dispel Common Client MisconceptionsEven informed investors often come with erroneous preconceptions, according to one advisor.No Comments
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December 6, 2016$1.7B Wells Fargo Team Leaves to Better Tap Local Investment OpportunitiesFAs see too many clients missing out on prime business ventures within their own communities.No Comments
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December 6, 2016What's the Focus For End-Of-Year Client Talks?
In end-of-year discussions with your clients, what will you be emphasizing?
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December 2, 2016Trump Treasury Pick: No “Absolute” Tax Cut for WealthyClaim that tax benefits will go mostly to middle-income earners contradicts analysis of Trump’s tax proposals.Last Comment: December 2, 2016
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November 23, 2016Russell Rep: FAs Are Really Worth 3.75% in FeesRussell Investments rep says steering clients away from bad habits alone is worth at least 2%.Last Comment: December 12, 2016
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November 18, 2016Quantifying the Advisor’s Value-Add is ProblematicNumerous studies suggest advisors enhance the value of portfolios primarily through tax and goal-based strategies.Last Comment: November 18, 2016
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November 16, 2016Advisors Urge Tax Moves Before Trump’s Expected CutsFinancial advisors suggest clients take deductions now, move payments to next year.No Comments
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November 10, 2016Beware the Tax Drag on Non-U.S. Equity FundsFrank Pape, Russell InvestmentsAdvisors need to prepare their clients before it’s too late.No Comments
